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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,246.97 | 20.03 | 0.20% |
| NASDAQ | 2,151.08 | -2.98 | -0.14% |
| S&P 500 | 1,093.01 | -0.07 | -0.01% |
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The investment seeks to provide long-term capital appreciation.
The fund invests primarily in a diversified portfolio of common stocks of U.S. and, to a lesser extent, foreign companies that are high in quality and attractive in their long-term investment potential. It invests normally at least 80% of assets in equity securities, primarily common stocks and securities convertible into common stocks. While the fund typically invests in the common stocks of large to medium sized U.S. companies, it may invest in companies of any size, any industry or any country.
| Name | % of Total Fund Assets | |
|---|---|---|
| Microsoft Corporation (MSFT) | 5.47 % | |
| Gilead Sciences, Inc (GILD) | 4.85 % | |
| Google, Inc (GOOG) | 4.66 % | |
| Apple, Inc (AAPL) | 4.1 % | |
| Hewlett-Packard Company (HPQ) | 3.56 % | |
| View Holdings | ||
Large Growth
Above Average
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Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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